03/07/2024
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
03/07/2024
Maerki Baumann has launched a new brand for its cryptocurrency services.
03/06/2024
When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.
03/06/2024
The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.
03/06/2024
Full Year to 31 December 2023
03/06/2024
Rathbones forks out £6m to retain key staff after Investec W&I deal
03/06/2024
Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.
03/05/2024
Firms need and want control of the data.
03/05/2024
CBH Bank reports continued business and revenue growth in 2023
03/05/2024
Record profit and dividend
03/05/2024
In line with developments on the investment market, the external valuation experts have raised the discount rates.
03/05/2024
Unsurprisingly, margin income, totaling €6,965.8 million across the six banks, justified the increase in profits.
03/04/2024
When compared to other areas of the financial sector, there is a particularly prominent share of females employed in Asia’s private wealth industry.
03/04/2024
This will ensure that the advice given is focused on a specific outcome and client need, rather than taking consideration of the client’s wider needs and objectives which is currently required were they providing holistic advice.
03/04/2024
Inflation has continued to fall in the Eurozone, but the core reading (excluding food and energy) remained just above 3% last week.
03/04/2024
The adoption of Aladdin aims to allow for greater scalability of RLAM’s fund management business.
03/04/2024
The Liechtensteinische Landesbank (LLB) was able to poach an experienced team of three from the German Deka Bank.
03/04/2024
Secondaries specialist Coller Capital invests in the continuation vehicle, accounting for 50% of the new fund.
03/01/2024
Dividends not approved
03/01/2024
These results reflect the quality of the business we have built, including the breadth and depth of our client relationships, and the merits of our diversified product offering."